Filed December 13, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,307 | $52,953-14.4% | $172,739-73.8% | $65,185-30.5% |
| Participation rate | 83.5% | 66.2%+17.3pp | 82.6%+0.8pp | 70.2%+13.3pp |
| Annual return | 18.48% | 30.12%-11.6pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,517 | $2,190-30.7% | $5,143-70.5% | $2,177-30.3% |
| Participant deferral / active EE | $2,819 | $2,471+14.1% | $5,198-45.8% | $3,514-19.8% |
| Admin fee / account holder | $20 | $472-95.7% | $13,954-99.9% | $847-97.6% |